POWER OF ATTORNEY FOR PROPERTY SERVICES Protect your financial independence.
Ensure your bills, taxes, and property are managed with professional integrity if you are ever unable to do so yourself.
Professional accountability when trust matters most.
Managing daily financial obligations, such as property taxes, utility bills, and complex investment accounts, can quickly transition from a routine task into an overwhelming burden. Without consistent oversight, seniors may face risks ranging from unpaid bills to financial exploitation.
The family challenge
While loved ones are often the first choice for this role, they frequently face significant obstacles:
- The attorney for property has a strict fiduciary duty to keep detailed, accurate, and ongoing records of all transactions, assets, income, and expenses. They must maintain a clear paper trail, avoid cash transactions, and keep receipts to account for their management of the grantor’s finances
- Balancing these demanding responsibilities with a career and family is a heavy lift that can lead to unintended delays or family friction.
The County Legacy advantage
As a CPA and Lawyer, we are bound by independent professional codes of conduct. We provide a level of rigorous accountability and specialized tax oversight that family members simply cannot match, ensuring your financial life stays on track with total transparency.
Services can be customized as needed from:
Day-to-Day Care
We manage bank accounts, oversee investment portfolios, and ensure all recurring expenses are paid accurately and on time, including property taxes and healthcare costs.
Expert Filing
Leveraging Paul’s CPA background, we handle the complexities of annual income tax returns to ensure you remain in full compliance with the CRA.
Property Transitions
If a move to a retirement residence becomes necessary, we manage the maintenance, insurance, and potential sale of your home with professional care.
Total Transparency
All transactions and meeting notes are stored in a secure online portal, providing you and your chosen family members with real-time access to your financial records.
While we handle the administrative heavy lifting, you stay in total control of the roadmap.
Your choice
You decide who represents you and exactly which powers they hold.
Total flexibility
You can update, change, or cancel your Power of Attorney at any time as long as you are mentally capable.
Tailored solutions
We can act under a “Limited” Power of Attorney for specific timeframes or singular tasks, such as managing a property sale while you are traveling.
Professional care without the guesswork.
In accordance with Ontario standards, we provide two straightforward ways to engage our services.
Statutory Rates
Best for long-term, comprehensive estate management.
- 0.6% annual care and management fee
- 3% fee on all receipts and disbursements
- Aligned with Ontario’s legal guidelines for fiduciary services.
Hourly Administration
Best for specific tasks or consulting needs.
- $300 per hour
- One-hour monthly minimum
- Billed only for the time spent protecting your interests.
Start your plan today.
Don’t wait for a “what-if” to become a crisis. Let’s discuss how we can protect your financial independence.